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Investment
Memorandums

Built for consistency.
Designed to get seen.

Custom marketing support for listings, brands, and everything in between.

Let's Talk Find Out More
Chelsea Mattera

Chelsea Mattera

Founder & CEO

Abigail Nieset

Abigail Nieset

Vice President of Sales

Lindsay Amones

Lindsay Amones

Sr. Marketing Manager

Linda Gray

Linda Gray

Website Creative Manager

Abby Moore

Abby Moore

Content Marketing Manager

Angelene Stonesifer

Angelene Stonesifer

Marketing Manager

Chase Middaugh

Chase Middaugh

Marketing Manager

Megan Linberger

Megan Linberger

Marketing Manager

Kimon Fountoulakis

Kimon Fountoulakis

Marketing Manager

Jessica Hoover

Jessica Hoover

Listing Coordinator

Heather Craig

Heather Craig

GIS Mapping Specialist

Sonia Gupta

Sonia Gupta

Video Production & 3D Renderings

Most investment firms don’t have the time - or in-house marketing resources - to create a polished investment memorandum while managing acquisitions, capital raises, due diligence, and investor communications. That’s where we come in.

At FocusedCRE, we create professional investment memorandums that help sponsors, private equity groups, and real estate investment firms present opportunities with clarity and confidence. Our team understands commercial real estate, so we know how to organize complex financials, market data, investment highlights, and risk considerations into a compelling story that resonates with investors.

Whether you're raising equity for a single asset, portfolio, development project, or fund, we make the process simple - you send us the materials, and we handle the rest. From content development and financial presentation to design and layout, we create investor-ready memorandums that save you time, elevate your brand, and help position your opportunity for a successful capital raise.

Due to the confidential nature of most investment memorandums, we cannot show most portfolio work. However, below is a collection of offering memorandums for review.

The Process is Simple

1. You Send Us What You Have

Dropbox link, email, whatever works for you. This information would be your investment specific data, brand standards and/or design inspiration.

2. We Build the Entire Investment Memorandum

We don’t just design your IM, we build the entire document for you.

Each investment memorandum includes:
  • A professionally designed and branded document aligned with your firm and asset
  • A structured investment overview, including executive summary and key highlights
  • Clearly presented property, tenancy, and operational details
  • Market and location context supported by maps, demographics, and supporting data
  • Financial information organized for clarity and investor review
3. You Review and Go to Market

Three rounds of included edits, fast turnaround, and ready to send. Need a corresponding email campaign or social media graphic? We can provide that, too.

What You Get

You don’t need to outline sections, write content, or explain what anything means. We know how these deals work, and we handle it from there.

Our goal is simple - save you time, streamline your process, and deliver an investor-ready IM you can confidently take to market.

A fully built, investor-ready investment memorandum – with a reusable template for future deals

Clean, professional content that’s ready to send, no drafting required

A high-quality, on-brand document that reflects the quality of your deal

Commercial Real Estate Investment Memorandum: Examples, Templates & What Actually Matters

For investment firms, it is important to partner with a marketing agency when creating the investment memorandum in order to present the investment opportunity in the most compelling and professional way possible. A marketing agency like FocusedCRE with experience in creating investment memorandums have a deep understanding of what information investors are looking for and how to present it in a clear and concise manner. FocusedCRE also has the design skills and resources to create visually appealing documents that help to grab the attention of potential investors.

The investment memorandum typically includes a wide range of information about the property, including its location, size, age, condition, and any unique features or amenities. It should also include details about the market in which the property is located, such as the local economy, population demographics, and any recent developments or trends that may affect the value of the property.

The investment memorandum should also provide information about the potential returns on the investment, including projected rental income, appreciation, and any tax benefits that may be available. It should also outline any expenses associated with the property, such as property taxes, maintenance costs, and management fees. This information should be used to calculate the expected return on investment (ROI) for the property.

In addition to providing information about the potential financial returns on the investment, the investment memorandum should also include a discussion of any risks associated with the investment. These may include macroeconomic risks, such as changes in interest rates or the local economy, as well as property-specific risks, such as the potential for natural disasters or changes in zoning laws. It is important for investors to have a clear understanding of the risks involved in order to make informed decisions about whether to invest in the property.

Overall, the commercial real estate investment memorandum is a valuable resource for investors looking to make informed decisions about potential real estate investments. By partnering with a marketing agency to create the investment memorandum, investment firms can present the investment opportunity in a professional and compelling way that helps to attract capital.

Let's Build Something Great

Send Us Your Deal, We'll Handle the Rest

To get started on your commercial real estate investment memorandum, please fill out the form below and a member from our team will reach out to you ASAP!

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